Pinnacle Wealth Planning Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
2025
Q1
$1.11M Buy
2024
Q4
$914K Buy
2024
Q3
$256K Hold
2024
Q2
$246K Hold
2024
Q1
$248K Hold
2023
Q4
$247K Buy
2021
Q1
Sell
2020
Q4
$119K Buy
2020
Q3
Sell
2020
Q2
$1.14M Buy